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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $32,321 |
SECURITIES AMERICA INC1 year Service code 27 12325 PORT GRACE BLVD · LA VISTA, NE 68103 | Advisory (Plan) | $18,190 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $15,552 |
OSAIC WEALTH INC1 year Service code 27 10 EXCHANGE PLACE STE 1410 · JERSEY CITY, NJ 07302 | Advisory (Plan) | $12,694 |
BIG SKY RETIREMENT INC4 years Service code 13 900 N MONTANA AVE STE A1 · HELENA, MT 59601 | Contract Administrator | $12,616 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,770 | $101,672-41.2% | $147,117-59.4% | $74,478-19.7% |
| Participation rate | 80.5% | 75.5%+5.0pp | 82.2%-1.7pp | 67.2%+13.3pp |
| Annual return | 15.54% | 8757.83%-8742.3pp | 420.54%-405.0pp | 1370.56%-1355.0pp |
| Employer contribution / active EE | $3,461 | $3,813-9.2% | $4,932-29.8% | $2,626+31.8% |
| Participant deferral / active EE | $7,084 | $7,305-3.0% | $8,065-12.2% | $4,350+62.8% |
| Admin fee / account holder | $483 | $1,753-72.5% | $12,993-96.3% | $1,946-75.2% |